Three Financial Planners Honored in The 2023 Forbes/SHOOK Best-In-State List for Massachusetts

Cross Coastal Advisors is proud to share that three of our dedicated financial planners have been named to the 2023 Forbes/SHOOK Top Financial Security Professionals Best-In-State list for Massachusetts.

This annual honor is the result of a detailed selection process led by SHOOK Research in partnership with Forbes. Financial Planners are evaluated through personal interviews and a review of their experience, ethical standards, and client impact.

This recognition reflects their commitment to helping clients build financial resilience and plan for the future. We congratulate Stephen Johnson, CFP®, CLU®, CLTC, Justin Hayward, and Gregg Miles, CFP® on this meaningful recognition.